Regatta Research & Money Management
Position in LPLA — LPL Financial Holdings Inc.
CIK 2137529
METAIRIE, LA
Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,379
New position
Shares Held
83
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#644
of 761 holders
Holding Since
Jun 2026
1 quarter on record
Position in Capital Markets
Financial Services · as of Jun 30, 2026Regatta Research & Money Management holds $300,152 across 4 Capital Markets names. LPLA ranks #3 (7.8% of the industry book) .
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,379 | 83 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||